POWL
Powell Industries Inc
stock NASDAQ

Monday's post-close screen has two speeds:

🟢 $ENSC +152% (No news, low-float pump)
🟢 $AMRC +29% (Q2 earnings beat)
🔴 $RITR -31% (Partnership news sell-off)
🔴 $POWL -15% (Q3 earnings miss)
https://preview.redd.it/j76pigx6a8hh1.png?width=680&format=png&auto=webp&s=32ded0a7e0128eb9a994837eec1eb0b63607ccef

**Powell Industries (NASDAQ: POWL)** reported third quarter Fiscal 2026 revenue of **$311.7 million**, up 9% year over year, driven by 54% growth in Commercial & Other Industrial and 18% growth in Electric Utility, partially offset by a 49% decline in Petrochemical revenue.
**Gross profit** rose to **$95.3 million**, or 30.6% of revenue, while **net income** increased 8% to **$52.2 million**, or **$1.42 diluted EPS**. New orders reached a record **$934 million** (up 158%), producing a book-to-bill ratio of 3.0x and lifting **backlog** to **$2.4 billion**, up 69% year over year and 35% sequentially.
According to Powell Industries, the quarter included three **mega orders**: a data center project exceeding **$400 million**, a Petrochemical order of approximately **$75 million**, and an LNG order of about **$60 million**. Cash, cash equivalents and short-term investments were **$633.6 million**, with working capital of **$606.5 million**. The company effected a **three-for-one stock split** on April 2, 2026.
Brett A. Cope, Powell’s Chairman and Chief Executive Officer, stated, “Commercial momentum across our key end markets continues to accelerate as Powell was awarded a record $934 million of new orders in the quarter and reported a book-to-bill ratio of 3.0x. Activity levels across Oil and Gas, Electric Utility and Commercial and Industrial end markets have remained very robust, highlighted in this most recent quarter by our previously announced mega data center order with a value in excess of $400 million, as well as two additional mega orders; one within the LNG end market that approximated $60 million and the other a Petrochemical order for roughly $75 million. The Powell team also continues to focus on strong project execution as we deliver our record backlog, demonstrated by a strong gross margin performance of 30.6%.”

A lot of interesting companies reporting today at bell close:
ON, BWXT, STRL, POWL, ALSN, ADEA, VVX, UFPT, PLTR,

# Today is Monday, the 3rd of August
## Upcoming events for Monday, August 3rd
- Stock splits:
- KWM @ **1:30**
- LEXX @ **1:15**
- LBGJ @ **1:200**
- MVIS @ **1:15**
- PMI @ **1:50**
- SEGG @ **1:7**
- TOP @ **1:5**
- WETO @ **1:100**
- Expected earnings:
ABTC, ADEA, ADTN, ADUS, AEIS, AESI, AHRT, ALG, ALSN, ALX, AMRC, ANDE, ARE, ARTNA, ATLX, AVA, BCBP, BCC, BLZE, BRCC, BSM, BWXT, CBT, CGEN, CHRN, CLLS, CLPT, CLX, CNA, CNH, CRD.A, CRD.B, CRGY, CRSP, CSR, CSWC, CTNT, CTOS, CURR, CVGI, DAC, DDD, DEA, DHC, DORM, EC, ECHO, ELOX, EVER, FANG, GBDC, GECC, GLRE, GPOR, GRAB, GRFS, HESM, HIT, HLMN, HSTM, IBTA, ICHR, IIPR, INHD, INSP, INVX, IRT, IVT, JAZZ, JBTM, JELD, JRVR, JXN, KOS, KRYS, L, LIFE, LIND, MAR, MATX, MED, MMYT, MTUS, MUFG, MYPS, NJR, NMFC, NSPR, OKE, ON, OPAD, OTTR, PAY, PLOW, PLTR, POWL, PPLI, PRAX, PRTA, RAIL, SBAC, SBH, SBRA, SIBN, SITC, SNAP, SOHU, SRAD, STOK, STRL, TDW, TGTX, TKO, TSN, TTI, TWST, UCTT, UFCS, UFPT, UTL, VERX, VMD, VNO, VNOM, VOYG, VRTX, VTS, VVX, WGS, WHR, WMB, ZEPP
- Ex-div:
AMUN, ANGL, ASRV, BALQ, BCLO, BEDY, BGRN, BKMI, BKMS, BMOP, BND, BNDP, BNDW, BNDX, BREM, BRHY, BRTR, BSRR, CAIQ, CALI, CANQ, CLOA, CPIX, CPLS, CZNC, DMLP, EFSI, EMB, EWBC, EYEG, FALN, FIMU, FSBC, FSTB, GGAL, GNMA, GPIQ, GPIX, GPRF, HAFC, HBCP, HIFS, HYXF, IBGA, IBGB, IBGC, IBGK, IBGL, IBGM, IBTG, IBTH, IBTI, IBTJ, IBTK, IBTL, IBTM, IBTO, IBTP, IBTQ, IBTR, IEF, IEI, IGIB, IGSB, IQQQ, ISTB, IUSB, JEPQ, LSBK, MBB, MPB, MULT, MYCF, MYCG, MYCH, MYCI, MYCJ, MYCK, MYCL, MYCM, MYCN, MYCO, MYHA, MYHB, MYHC, MYHD, MYHE, MYMF, MYMG, MYMH, MYMI, MYMJ, MYMK, NCPB, NPFI, NUSB, NVEC, OVLY, OZKAP, PCMM, PCPI, PEBO, PFF, PLBC, PMBS, QQQT, ROCQ, ROCY, SATA, SHY, SKOR, SLQD, SUSB, SUSC, TAXI, TAXS, TAXT, TLT, USFI, USIG, VBCA, VBCB, VBCC, VBCD, VBCE, VBCF, VBCG, VBCH, VBCI, VBCJ, VBIL, VCIT, VCLT, VCRB, VCSH, VGIT, VGLT, VGSH, VGUS, VMBS, VPLS, VTC, VWOB, WABC, WABF, YBST, YBTY, YLDE
- Economic events and announcements:
- OPEC Meeting
## Upcoming events for Tuesday, August 4th
- Stock splits:
- AEMD @ **1:5**
- SBLRF @ **1:10**
- SUTNY @ **8:5**
- Expected earnings:
ACAD, ACEL, ACIU, ACNT, ACRE, ADM, AFG, AGNT, AHCO, AIN, AISP, AIZ, ALAB, ALGT, ALIT, AMBO, AMD, AME, AMGN, AMWL, ANET, ANGI, ANGX, ANY, AOMR, APO, APPS, APTV, AQB, ARDT, ARI, AROC, ARVN, ARWR, ASST, ATEC, ATKR, ATOM, AUDC, AZTA, BALL, BBBY, BBIO, BEAM, BIO, BIO.B, BKNG, BL, BMEA, BNTX, BOLD, BOW, BP, BR, BRBR, BRKR, BRSL, BV, BXC, BXDC, BZFD, CACC, CALY, CAT, CBC, CC, CCEP, CCO, CE, CERT, CHCT, CHT, CIFR, CIX, CLDT, CMI, CMT, COGT, COMP, CPIX, CPNG, CRBG, CRBP, CRCT, CRDF, CRIS, CRNX, CTRI, CXDO, CYCN, DBRG, DD, DEI, DEO, DMRA, DOC, DOCN, DRCT, DRVN, DUK, DVA, DVN, EA, ECG, ECO, EGHT, EHTH, ELME, EMBJ, EMR, ENIC, ENLT, ENR, ENTG, EOG, EQH, ET, EVTC, EXPD, FBIN, FHTX, FIS, FLYW, FMS, FOA, FRPH, FRSH, FTEK, FTH, FTK, FULC, FWRG, GBTG, GGB, GIC, GILD, GLAD, GOSS, GPK, GPRK, GSM, GTE, GWW, GXO, HCKT, HL, HLNE, HNGE, HQ, HRMY, HRZN, HSIC, HUT, HVT, HVT.A, HY, IBRX, IDXX, IDYA, IE, IFF, IGIC, IMNN, INDV, INFU, INGR, INTA, IOSP, IPAR, IPGP, IPI, IQMX, IT, J, JAN, JBGS, KAI, KIDS, KIM, KMB, KNF, KODK, KPLT, LCID, LDI, LDOS, LGIH, LIME, LMAT, LMB, LPCN, LRN, LSCC, LTM, LUMN, MAC, MAT, MBC, MCD, MCY, MD, MEC, METC, METCB, MLAB, MLTX, MNTN, MOS, MPC, MPLX, MQ, MRK, MRP, MTCH, NAGE, NAKA, NCMI, NGL, NPO, NRG, NVCT, NVGS, NXDR, NXE, NXRT, OCUL, OGN, OGS, OLP, OPEN, OPLN, OR, OSPN, OZ, PACS, PAM, PARR, PCRX, PCTY, PEG, PFE, PGEN, PINS, PLMR, PLUS, PNW, PRCT, PRIM, PRKS, PRU, PSKY, PSNL, PSTL, PVLA, PW, Q, QLYS, RARE, RBA, RIGL, ROK, RRR, RSVR, RVLV, RVTY, RYAM, RYTM, SACH, SEAT, SEB, SGC, SGHC, SHLS, SKT, SKWD, SKY, SLAB, SLDP, SLRC, SMP, SNDX, SOPH, SPCX, SPOT, SQNS, SRTA, SSRM, STKS, STVN, SU, SUJA, SUN, SUNC, SUPN, SWIM, SYRE, SYY, TALK, TALO, TBI, TDC, TDG, THRY, TKR, TMDX, TNGX, TOST, TPB, TPG, TREX, TRNS, TRVG, TSEM, TSLX, TVTX, TX, TXO, TYGO, ULS, UONE, UONEK, UP, UPST, URG, USAC, USAU, USNA, VATE, VERA, VGNT, VOYA, VSAT, VTOL, W, WAT, WATT, WEYS, WHLR, WIX, WK, WLFC, WLK, WLKP, WOLF, WTRG, WTTR, WYNN, XGN, XMTR, ZBRA, ZETA
- Ex-div:
AMAL, BANR, CCEC, CIVB, FCCO, FIBK, IBCP, MNSB, ORRF, SATA, SRCE
- Economic events and announcements:
- 3-Month Bill Auction (previous: 3.815%)
- 6-Month Bill Auction (previous: 3.945%)
- Atlanta Fed GDPNow
- Construction Spending (consensus: 0.2%, previous: 0.1%)
- ISM Manufacturing Employment (previous: 49.7)
- ISM Manufacturing New Orders Index (previous: 56.0)
- ISM Manufacturing PMI (consensus: 54.0, previous: 53.3)
- ISM Manufacturing Prices (consensus: 70.0, previous: 73.0)
- Loan Officer Survey
- S&P Global Manufacturing PMI (consensus: 53.8, previous: 53.8)
## Upcoming events for Wednesday, August 5th
- Expected earnings:
AACG, AAUC, ABCL, ABUS, ACA, ACB, ACIC, ACT, ACTG, ADMA, ADNT, ADV, AEVA, AGBK, AGL, AIRG, AKA, AKBA, ALB, ALL, ALNT, ALTO, AMPL, AMPX, AMPY, ANAB, APA, APLE, APP, ARQT, ARRY, ARTV, ASMB, ASTE, ASYS, ATEN, ATNI, ATO, AUGO, AUST, AVT, AWR, AXON, BAM, BATRA, BATRK, BBD, BBDC, BBDO, BBSI, BCO, BCRX, BDSX, BGSF, BHR, BIOA, BKH, BLBD, BLLN, BLMN, BMBL, BROS, BTMD, BVS, BWA, BYND, CACI, CAI, CAPL, CARL, CCU, CDE, CDLX, CDRE, CDW, CENT, CENTA, CF, CG, CGNX, CHH, CHRD, CHRS, CHYM, CIM, CLFD, CLOV, CMP, CMPS, CNTX, COKE, COOK, COR, CPA, CPAY, CPRI, CPS, CRCL, CRL, CRTO, CRUS, CRVL, CSTE, CSV, CTKB, CVS, CW, CWEN, CWK, CXT, CXW, CYN, DASH, DAVE, DEC, DGII, DHT, DHX, DIBS, DIN, DIOD, DIS, DK, DKL, DLX, DOX, DT, DUOL, DXPE, EBAY, EBS, ECPG, ECVT, EE, EHC, ELA, ELAN, ELF, ELPC, EOLS, EOSE, EPC, ERII, ERO, ETSY, EVCM, EVEX, EVGO, EXEL, EXPE, EXTR, EYPT, EZPW, FG, FIG, FIP, FLNC, FLUT, FNF, FRPT, FSLY, FSM, FTCI, FUBO, FWRD, GBLI, GDRX, GENK, GERN, GFF, GFR, GFS, GILT, GLXY, GNK, GNL, GNW, GOOD, GPCR, GPMT, GPN, GRAL, GROY, GSL, GT, GTM, HBB, HCC, HDSN, HGTY, HHH, HLF, HLLY, HLX, HMC, HMH, HMN, HNNA, HNST, HONA, HP, HPP, HRTG, HST, HUBS, ICL, IEP, III, IMNM, INMD, INN, INSE, INSG, INTR, INTT, INVA, INVZ, IONQ, IRM, ITIC, JJSF, JOBY, KD, KHC, KLIC, KLTR, KLXE, KMPR, KMT, KNTK, KRMD, KRO, KROS, KVYO, KYMR, LAB, LAW, LB, LCII, LESL, LEU, LFCR, LFMD, LILA, LILAK, LINE, LIVN, LLY, LPG, LPX, LSF, LTBR, LTC, LZ, MATV, MBI, MCK, MCRB, MDLN, MELI, MET, MFA, MFC, MGEE, MGNI, MGY, MIAX, MIRM, MKSI, MLR, MNKD, MNTK, MRAM, MSI, MTDR, MTRN, MUR, MUSA, MUX, MWA, MYO, NAMS, NATL, NC, NEXA, NHP, NI, NICE, NINE, NL, NLOP, NMRA, NNBR, NNN, NOVT, NRP, NSLR, NTR, NVO, NVST, NWN, NWS, NWSA, NXL, NYT, NYXH, O, OBDC, OC, OCSL, OEC, OESX, OFIX, OGC, ONC, ONT, OPI, OPRT, ORA, OSS, OSUR, OTF, OUT, OXY, PACB, PAYC, PAYS, PCVX, PFX, PKOH, PNTG, PODD, POWI, PPBT, PR, PRGO, PRI, PRMB, PRSU, PSBD, PSX, PTGX, PTLO, PTRN, PULM, QGEN, QNTM, QTTB, RAMP, RAND, RCMT, RCUS, RDN, RDW, REI, RELY, REPX, RGLD, RIG, RIOT, RMR, ROCK, ROOT, RPC, RPRX, RRX, RUN, RVMD, RXRX, RXST, RYDE, RYN, SAFT, SATL, SBGI, SBLK, SCM, SD, SDGR, SEDG, SEER, SEG, SEI, SGHT, SGU, SHAK, SHOP, SII, SITM, SKM, SKYT, SM, SMA, SMR, SMRT, SMSI, SN, SNDK, SNES, SNEX, SOBO, SOLV, SOUN, SR, SRI, SRPT, SST, STAA, STE, SVC, SWX, SYM, TACT, TARS, TASK, TATT, TBLA, TDUP, TECH, TFPM, TGB, TKNO, TLN, TNC, TNYA, TPC, TPL, TPVG, TRDA, TRI, TRIN, TRMB, TRNO, TROX, TRUP, TS, TSAT, TTMI, TWFG, UBER, UGI, UHAL, UHAL.B, UMH, UPB, URGN, USPH, UTHR, UTI, UUUU, UVV, VAL, VCTR, VECO, VEL, VIAV, VIR, VNDA, VPG, VRDN, VRRM, VSEC, VSH, VVV, VYGR, VYX, WBI, WDC, WES, WMK, WTI, WTS, WULF, WW, XNCR, XNDU, XPEL, XPER, XPL, XRN, XYZ, YOU, Z, ZBH, ZG, ZIP, ZNTL, ZVIA, ZVRA
- Ex-div:
BPRN, HBANZ, HFWA, JMSB, NBBK, ONBPO, ONBPP, SATA, UVSP, WTBA
- Economic events and announcements:
- 52-Week Bill Auction (previous: 3.860%)
- API Weekly Crude Oil Stock (previous: 3.296M)
- Atlanta Fed GDPNow
- Durables Excluding Defense (consensus: 0.3%, previous: 0.3%)
- Durables Excluding Transport (previous: 0.6%)
- Exports (previous: 317.70B)
- Factory Orders (consensus: 0.0%, previous: -1.3%)
- Factory orders ex transportation (previous: 1.9%)
- IBD/TIPP Economic Optimism (consensus: 47.5, previous: 45.5)
- Imports (previous: 395.30B)
- JOLTS Job Openings (consensus: 7.420M, previous: 7.594M)
- Redbook (previous: 8.3%)
- Total Vehicle Sales (previous: 16.50M)
- Trade Balance (consensus: -73.00B, previous: -77.60B)
^^^^2026-08-03

Shorted PLTR and a couple of semi stocks. Long MU and POWL. I never sweat big index moves anymore.